Sales Module¶

Sales order management, quote builder, and sales dashboard.

Overview¶

The Sales module provides:

Sales order list with state tabs
Deep search across all orders
Sales dashboard with analytics
Quote creation from CRM leads
Quote line editing with sections
Photo/video gallery with S3 storage
Activity logging

Routes¶

Sales Order List¶

GET /sales

Lists sales orders with state-based tabs.

Parameter	Type	Description
state	string	Filter by state: `sale`, `sent`, `draft`

States displayed:

State	Label	Description
`sale`	Sales Order	Confirmed orders
`sent`	Quotation Sent	Sent but not confirmed
`draft`	Quotation	Draft quotes

Search¶

GET /sales/search

Deep search across all sales orders.

Parameter	Type	Description
q	string	Search query (order name or customer)

Order Detail¶

GET /sales/{order_id}

Displays full order details with:

Order lines grouped by sections
Customer information
Activity log
Photo/video gallery

Sales Dashboard¶

GET /sales/dashboard

Analytics dashboard showing:

This week's sales (count and total)
This month's sales
Last month's sales
6-month bar chart

Quote Edit¶

GET /quotes/{quote_id}/edit

Quote builder interface for editing quotes:

Add/edit sections (rooms)
Add product lines with dimensions
Add notes
Upload photos/videos
Reorder items via drag-drop

API Endpoints¶

Quote Management¶

Create Quote from Lead¶

GET /crm/lead/{lead_id}/quote/new

Creates a draft quote linked to CRM lead and redirects to edit page.

Add Section¶

POST /api/quotes/{quote_id}/sections

{
  "name": "Living Room"
}

Response:

{
  "success": true,
  "section_id": 123
}

Add Note¶

POST /api/quotes/{quote_id}/notes

{
  "note": "Customer prefers morning installation"
}

Add Product Line¶

POST /api/quotes/{quote_id}/lines

{
  "product_id": 45,
  "width": 48.5,
  "height": 72,
  "quantity": 2,
  "location_id": 12,
  "motorized": "Motorized",
  "mount": "in",
  "valance": "standard",
  "remote": "YES",
  "smart_hub": "NO",
  "price_unit": 299.99
}

Update Line¶

PUT /api/quotes/{quote_id}/lines/{line_id}

{
  "width": 50,
  "price_unit": 349.99
}

Delete Line¶

DELETE /api/quotes/{quote_id}/lines/{line_id}

Reorder Lines¶

POST /api/quotes/{quote_id}/reorder

{
  "lines": [
    {"id": 101, "sequence": 10},
    {"id": 102, "sequence": 20},
    {"id": 103, "sequence": 30}
  ]
}

Duplicate Quote¶

POST /api/quotes/{quote_id}/duplicate

Response:

{
  "success": true,
  "new_quote_id": 456,
  "redirect_url": "/quotes/456/edit"
}

Duplicate Line¶

POST /api/quotes/{quote_id}/lines/{line_id}/duplicate

Send Quote Email¶

POST /api/quotes/{quote_id}/send

Sends quotation email with PDF and portal link.

Response:

{
  "success": true,
  "message_id": 789,
  "template_id": 12
}

Photo/Video Management¶

Upload Photo¶

POST /api/quotes/{quote_id}/photos

Multipart form with file field (image/*).

Response:

{
  "success": true,
  "attachment_id": 234,
  "url": "https://s3.amazonaws.com/...",
  "filename": "1702345678_abc12345.jpg",
  "s3_path": "bucket/quotes/123/photos/1702345678_abc12345.jpg"
}

Upload Video¶

POST /api/quotes/{quote_id}/videos

Multipart form with file field (video/*).

Delete Attachment¶

DELETE /api/quotes/{quote_id}/attachments/{attachment_id}

Deletes from both S3 and Odoo.

Product Search¶

GET /api/products/search

Parameter	Type	Description
q	string	Search term (name or code)

Response:

{
  "success": true,
  "products": [
    {"id": 45, "name": "Premium Blinds", "default_code": "BL-001", "list_price": 199.99}
  ]
}

Locations¶

GET /api/locations

Get all item locations for dropdown.

POST /api/locations

Create new location:

{
  "name": "Master Bedroom"
}

Comments¶

POST /api/sales/{order_id}/comment

{
  "comment": "Customer requested rush delivery"
}

Dashboard Analytics¶

Date Ranges¶

Period	Calculation
This Week	Monday to today
This Month	1^st to today
Last Month	1^st to last day of previous month

Sales Stats Query¶

def get_sales_stats_by_date_range(start_date, end_date):
    domain = [
        ('state', '=', 'sale'),  # Only confirmed orders
        ('date_order', '>=', f'{start_date} 00:00:00'),
        ('date_order', '<=', f'{end_date} 23:59:59')
    ]
    # Returns count and total_amount

Quote Line Types¶

display_type	Description
(none)	Product line with pricing
`line_section`	Section header (room/floor)
`line_note`	Note/comment line

Product Line Fields¶

Field	Type	Description
`product_id`	Many2one	Product reference
`width`	Float	Width in inches/mm
`height`	Float	Height in inches/mm
`product_uom_qty`	Float	Quantity
`price_unit`	Float	Unit price
`item_location_id`	Many2one	Room/location
`motorized`	Selection	L, R, Motorized, Cordless
`mount`	Selection	in (Inside), out (Outside)
`valance`	Selection	open, standard, compact_25
`remote`	Selection	YES, NO
`smart_hub`	Selection	YES, NO

S3 Photo Storage¶

Photos are stored in S3 with path format:

quotes/{order_id}/photos/{timestamp}_{uuid}.jpg

Videos:

quotes/{order_id}/videos/{timestamp}_{uuid}.mp4

Photos are linked to Odoo via ir.attachment with type='url'.

Send Quote Flow¶

sequenceDiagram
    participant User
    participant PWA
    participant Odoo
    participant Email

    User->>PWA: Click "Send Quote"
    PWA->>Odoo: Find email template
    PWA->>Odoo: message_post_with_template()
    Odoo->>Odoo: Generate PDF
    Odoo->>Email: Send email with PDF
    PWA->>Odoo: Update state to 'sent'
    PWA-->>User: Success

Activity Attribution¶

Comments are attributed to the logged-in user:

partner_id = session.get('partner_id')
result = odoo_api.post_sale_order_comment(order_id, comment, author_id=partner_id)